AWA
AMWD

Arkadios Wealth Advisors’s American Woodmark AMWD Stock Holding History

Arkadios Wealth Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$3K – 629
2021
Q3 		$3K Hold
50
– – ﹤0.01% 1688
2021
Q2 		$4K Buy
+50
New +$4.68K ﹤0.01% 1754

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Arkadios Wealth Advisors's AMWD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of American Woodmark (AMWD) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in AMWD in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 184 funds tracked by Wall St. Rank hold AMWD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining American Woodmark position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 50 American Woodmark shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in American Woodmark in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's American Woodmark position peaked at $4K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held American Woodmark as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.